Purchases and Sales Made in Q2 2025 in First Tr Mid Cap Core Alphadex (FNX)
This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR MID CAP CORE ALPHADEX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
188+ 5.73% |
$17.8K - $21.6K
|
3.47K
$420K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
136+ 7.53% |
$12.9K - $15.6K
|
1.94K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
134New |
$12.7K - $15.4K
|
134
$16.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
121+ 0.75% |
$11.5K - $13.9K
|
16.3K
$1.97M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
90+ 0.83% |
$8.54K - $10.3K
|
10.9K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
45+ 1.25% |
$4.27K - $5.17K
|
3.65K
$442K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
43+ 2.09% |
$4.08K - $4.94K
|
2.11K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
31New |
$2.94K - $3.56K
|
31
$3.76K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
28+ 0.23% |
$2.66K - $3.22K
|
12.2K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18+ 0.09% |
$1.71K - $2.07K
|
19.4K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11+ 0.5% |
$1.04K - $1.26K
|
2.23K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.08% |
$570 - $689
|
7.19K
$871K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.18% |
$570 - $689
|
3.37K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4+ 0.21% |
$380 - $459
|
1.9K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.31% |
$285 - $345
|
956
$116K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.06% |
$285 - $345
|
5.03K
$610K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.19% |
$190 - $230
|
1.04K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 66.67% |
$190 - $230
|
5
$606
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.35% |
$94.9 - $115
|
289
$35K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.05% |
$94.9 - $115
|
2.08K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.49% |
$94.9 - $115
|
204
$24.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-3- 0.13% |
$285 - $345
|
2.28K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 25.0% |
$285 - $345
|
9
$1.09K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-3- 0.14% |
$285 - $345
|
2.1K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4- 0.19% |
$380 - $459
|
2.11K
$256K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4- 0.09% |
$380 - $459
|
4.7K
$569K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9- 0.23% |
$854 - $1.03K
|
3.86K
$468K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-15- 0.13% |
$1.42K - $1.72K
|
11.1K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-15- 0.69% |
$1.42K - $1.72K
|
2.17K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-15- 1.46% |
$1.42K - $1.72K
|
1.01K
$123K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18- 0.12% |
$1.71K - $2.07K
|
15.1K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-31- 1.57% |
$2.94K - $3.56K
|
1.94K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-38- 0.18% |
$3.61K - $4.36K
|
20.8K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-39- 1.34% |
$3.7K - $4.48K
|
2.88K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 0.62% |
$4.27K - $5.17K
|
7.27K
$881K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-49- 1.51% |
$4.65K - $5.63K
|
3.2K
$388K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-54- 2.81% |
$5.13K - $6.2K
|
1.87K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-59- 2.12% |
$5.6K - $6.78K
|
2.73K
$330K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-77- 2.12% |
$7.31K - $8.84K
|
3.55K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88- 0.87% |
$8.35K - $10.1K
|
10K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-96- 4.92% |
$9.11K - $11K
|
1.86K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-96- 1.69% |
$9.11K - $11K
|
5.59K
$677K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-101- 0.59% |
$9.59K - $11.6K
|
16.9K
$2.05M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-106- 2.16% |
$10.1K - $12.2K
|
4.8K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-119- 0.82% |
$11.3K - $13.7K
|
14.4K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-120- 2.18% |
$11.4K - $13.8K
|
5.38K
$652K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-125- 2.28% |
$11.9K - $14.4K
|
5.36K
$650K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-134- 4.1% |
$12.7K - $15.4K
|
3.14K
$380K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-141- 1.09% |
$13.4K - $16.2K
|
12.8K
$1.56M
|
|